Did you read the article? The part of the web that is having problems with their business model are the sites that are not using AI. They're sites like news pages, the "sources" for information on the web. The ones that are eating their lunch are the ones that are using AI. They're the search engines and similar sites that people go to looking for information. Since AI is able to gather the information from those sources and present it to the user without the user having to actually visit that site, that undermines their existing business model.
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